Our Services The Four Pillars of a Successful Retirement
At Makison Insurance & Retirement, we believe everyone should be able to live the retirement they’ve always wanted. Our team of professionals can help you create a well-thought-out strategy, using a variety of insurance products and services, to help you address your financial needs and concerns. We can help you address these four areas using a variety of financial products and services.
Annuities are insurance contracts designed for retirement or other long-term needs. They provide guarantees of principal and credited interest, subject to surrender charges. Annuity guarantees and protections are backed by the financial strength and claims-paying ability of the issuing insurance carrier.
We Can Help Puzzle It Out
Retirement planning can sometimes feel like putting together a complex puzzle. Each decision — investments, income strategies, health care and lifestyle goals — represents a crucial piece. Our three-step Puzzle It Out process is designed to help you assemble these pieces, creating a clear and complete strategy that helps you pursue your goals. Here’s how it works:
1. Meet
We like to think of your first meeting with us as a first date. It’s all about figuring out if we’re the right fit. We’ll sit down with you and learn about what your ideal retirement looks like.
2. evaluate
During out next meeting, we’ll assess your current financial situation and work with you to identify your retirement income needs.
3. Plan
After assessing your needs, we’ll craft a personalized strategy tailored to help you achieve your unique retirement goals.
The result?
A retirement strategy where all the pieces fit together. Because the only thing we want you to worry about in retirement is how to use your time.